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How to Add Users to a Location for Lightning

Goal

Once a Location is created, populate it with Users. Users can be assigned to multiple Locations simultaneously.

After reading this article you will be able to

  • Navigate to a location record
  • Add a user to a location

 

Prerequisite: 

This tutorial requires orgs to have created locations. To learn how to add a location click here.  

 

Step One: Navigate to Location Record

  1. Click the App Launcher the icon. 

Add User to a Location for Lightning, click app launcher.png

 

  1. Enter Locations in the search bar.
  2. Click Locations.

Add User to a Location for Lightning, Click Locations.png

 

  1. Select a desired location.

Add User to a Location for Lightning.png

Step Two: Add the User to Location

  1. Click Location Users tab.
  2. Click the New button.

 

Add User to a Location for Lightning, Click Location Users then New.png

 

  1. Click the look-up icon to search for available Users to assign to the location.
  2. Click the desired user Name.
  3. Click Save.

Add User to a Location for Lightning, select user then click save.png